Lisa Renae Carlson
Investment adviser representative at Advisory Alpha, LLC
10 yearsExperience
1 stateRegistered in
$4.4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Advisory Alpha, LLCJan 2024 to now
- Carlson Wealth ManagementOct 2022 to now
- Simplicity WealthJun 2023 to Jan 2024
- Brokers International Financial ServicesOct 2022 to Jun 2023
- Resigned / Maternity Leave / UnemployedApr 2021 to Oct 2022
- Dhi GroupMar 2020 to Apr 2021
- Athene Annuity & Life CompanySep 2016 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IA).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5693967
- Firm CRD
- 158282